Tucson, AZ - October 6, 2025 - Joshua D. Mellberg, President and CEO of Secure Investment Management, is raising awareness about the need for clarity and transparency in financial planning. Drawing from more than two decades of experience building and leading high-growth firms, Mellberg is calling on leaders and individuals alike to rethink how financial information is communicated and understood.
“Too many people feel intimidated by financial language,” Mellberg said. “If you strip away the jargon, you give people confidence. Clarity builds trust, and trust is the foundation of everything we do.”
The World Economic Forum reports that over 50% of adults globally lack an understanding of basic financial concepts, a gap that has direct consequences for retirement readiness and long-term planning. Mellberg has made consumer education a cornerstone of his work, hosting financial programming on Arizona PBS and speaking regularly on the role of annuities and income strategies.
Reflecting on his career, which includes leading J.D. Mellberg Financial to seven straight Inc. 5000 appearances and guiding Secure Investment Management to recognition in 2024 and 2025, Mellberg emphasises sustainability over speed. “Growth is important, but it has to be built to last,” he noted. “When you build systems that prioritise both clarity and scale, you create businesses that stand beyond any one person.”
Call to Action
Mellberg encourages individuals to take ownership of their own financial literacy. “Start simple,” he said. “Ask questions until you truly understand. The clearer things are, the stronger your decisions will be.”
Read the full interview, here.
Email: joshuamellberg@emaildn.com
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